IMPORTANT DISCLOSURE INFORMATION
Please keep in mind that previous efficiency isn’t any assure of future outcomes. Several types of investments contain various levels of danger, and there might be no assurance that the longer term efficiency of any particular funding, funding technique, or product (together with the investments and/or funding methods beneficial or undertaken by Monument Capital Administration, LLC [“Monument”]), or any non-investment associated content material, made reference to instantly or not directly on this weblog can be worthwhile, equal any corresponding indicated historic efficiency stage(s), be appropriate on your portfolio or particular person state of affairs, or show profitable. Because of numerous elements, together with altering market circumstances and/or relevant legal guidelines, the content material might now not be reflective of present opinions or positions. Furthermore, you shouldn’t assume that any dialogue or data contained on this weblog serves because the receipt of, or as an alternative choice to, personalised funding recommendation from Monument. To the extent {that a} reader has any questions relating to the applicability of any particular challenge mentioned above to his/her particular person state of affairs, he/she is inspired to seek the advice of with the skilled advisor of his/her selecting. No quantity of prior expertise or success ought to be construed {that a} sure stage of outcomes or satisfaction can be achieved if Monument is engaged, or continues to be engaged, to offer funding advisory companies. Monument is neither a regulation agency nor a licensed public accounting agency and no portion of the weblog content material ought to be construed as authorized or accounting recommendation.
A replica of Monument’s present written disclosure Brochure discussing our advisory companies and costs is offered for overview upon request or at www.monumentwealthmanagement.com/disclosures. Please Observe: Monument doesn’t make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any data ready by any unaffiliated third get together, whether or not linked to Monument’s web site or weblog or integrated herein, and takes no duty for any such content material. All such data is offered solely for comfort functions solely and all customers thereof ought to be guided accordingly.
Historic efficiency outcomes for funding indices, benchmarks, and/or classes have been offered for basic informational/comparability functions solely, and customarily don’t replicate the deduction of transaction and/or custodial prices, the deduction of an funding administration price, nor the affect of taxes, the incurrence of which might have the impact of reducing historic efficiency outcomes. It shouldn’t be assumed that your Monument account holdings correspond on to any comparative indices or classes. Please Additionally Observe: (1) efficiency outcomes don’t replicate the affect of taxes; (2) comparative benchmarks/indices could also be roughly unstable than your Monument accounts; and, (3) an outline of every comparative benchmark/index is offered upon request.
Please Keep in mind: If you’re a Monument consumer, please contact Monument, in writing, if there are any adjustments in your private/monetary state of affairs or funding aims for the aim of reviewing/evaluating/revising our earlier suggestions and/or companies, or if you want to impose, add, or to change any cheap restrictions to our funding advisory companies. Until, and till, you notify us, in writing, on the contrary, we will proceed to offer companies as we do at the moment. Please Additionally Keep in mind to advise us when you’ve got not been receiving account statements (at the least quarterly) from the account custodian.
